Changing the subtype of a contact instance

Be sure to read the important note at the beginning of the main topic and the restrictions on changing subtypes before starting this multi-step, multi-topic process. In particular, if the contact has the Client tag, you cannot change the subtype between Person, Company, or Place subtypes. For example, you cannot change the subtype of a Client contact from Doctor, a Person subtype, to MedicalCareOrg, a Company subtype. The tool will prevent you from making this change.

If there is data in the contact that will be lost or will not be compatible with the new subtype, if possible, fix the data before you change the subtype. If the contact is stored in ClaimCenter and is linked to ContactManager, first make the data changes to the contact in ContactManager. The changes are then propagated to ClaimCenter, which updates all linked instances of the contact. After you complete your data changes, you can proceed with the contact subtype change.

Note: It is not always possible to make all the data changes before the subtype change, so you might have to make some data changes afterwards.

You can change the subtype of a contact stored only in ClaimCenter, stored only in ContactManager, or stored in both and linked together. The server runlevel must be set to maintenance to make the change. If the contact is stored in both ClaimCenter and ContactManager, set both servers’ runlevels to maintenance. Leave them at maintenance runlevel until you complete the subtype changes and any subsequent edit verifications in both applications.